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Get Institutions for : 
Invesco California Amtfree Municipal Bond ETF (PWZ)  
$24.94 0.03 (0.12%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 86    6
Total shares held : 
 23,769,339  
% of shares held : 
 26.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 1,531,307  
% of shares held change : 
   1.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $25.01  
Last Quarter's Ending Price : 
 $24.87  
Last Quarter's Average Price : 
 $25.00  
Change from last quarter's     
avg. price to the last closing  : 
0.06 (0.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 906,393
 3.81%
 
Increased Positions :
28
 5,366,060
 22.58%
 
Unchanged Positions :
20
 254,266
 1.07%
 
Decreased Positions :
25
-4,679,385
-19.69%
 
Closed Positions :
7
-61,761
-0.26%
 
Guru Positions :
1
26,000
 0.11%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Stratos Wealth Partners LTD. 26 *New 2024-03-31 1,379,246 $34,302,000 1,379,246
   DFPG INVESTMENTS INC. 176 *New 2023-12-31 58,520 $1,464,000 58,520
   Cetera Investment Advisers 2295 *New 2024-03-31 29,815 $742,000 29,815
   AXXCESS WEALTH MANAGEMENT LLC 489 *New 2024-03-31 24,440 $608,000 24,440
   FLOW TRADERS U.S. LLC 419 *New 2024-03-31 22,109 $550,000 22,109
   YCMNET ADVISORS INC 163 *New 2024-03-31 15,128 $376,000 15,128
   Hennion & Walsh Asset Management Inc. 703 *New 2024-03-31 11,466 $285,000 11,466
   Southland Equity Partners LLC 188 *New 2024-03-31 9,950 $247,000 9,950
   Eagle Strategies LLC 238 *New 2024-03-31 9,594 $239,000 9,594
   ZACKS INVESTMENT MANAGEMENT 595 *New 2024-03-31 8,432 $210,000 8,432
   Strategic Blueprint LLC 568 *New 2024-03-31 8,432 $210,000 8,432
   Heritage Wealth Management Inc. /CA/ 74 *New 2024-03-31 8,118 $202,000 8,118
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2251 *New 2024-03-31 1,199 $30,000 1,199
   Versant Capital Management Inc 820 *New 2024-03-31 370 $9,000 370
  14 Records found
  1    
  Page 1 of 1
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